Personal Banker Jobs in Mountainside, NJ
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
Client Relationship Manager - NY, CT, NJ
- Newark, NJ (10 miles from Mountainside, NJ)
- 5 hours ago
- Newark, NJ (10 miles from Mountainside, NJ)
- 5 hours ago
Client Relationship Manager - NY, CT, NJ **General Information** Req # WD00084156 Career area: Sales Country/Region: United States of America State: North Carolina City: Morrisville Date:...
- Newark, NJ (10 miles from Mountainside, NJ)
- 7 hours ago
- Newark, NJ (10 miles from Mountainside, NJ)
- 7 hours ago
Banker job family....
Personal Banker SAFE Act - 3rd Avenue & 75th Street Branch (Brooklyn, NY)
- Brooklyn, NY (19 miles from Mountainside, NJ)
- 9 hours ago
- Brooklyn, NY (19 miles from Mountainside, NJ)
- 9 hours ago
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team....
- South Plainfield, NJ (8 miles from Mountainside, NJ)
- 17 hours ago
- South Plainfield, NJ (8 miles from Mountainside, NJ)
- 17 hours ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
Entry Level Financial Advisor - NJ, Woodbridge (3882)
- Woodbridge, NJ (9 miles from Mountainside, NJ)
- 1 day ago
- Woodbridge, NJ (9 miles from Mountainside, NJ)
- 1 day ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
- Ridgewood, NJ (24 miles from Mountainside, NJ)
- 1 day ago
- Ridgewood, NJ (24 miles from Mountainside, NJ)
- 1 day ago
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services....
- Millburn, NJ (4 miles from Mountainside, NJ)
- 1 day ago
- Millburn, NJ (4 miles from Mountainside, NJ)
- 1 day ago
You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions....
Personal Banker Dover and Succasunna Branches
- Succasunna, NJ (19 miles from Mountainside, NJ)
- 2 days ago
- Succasunna, NJ (19 miles from Mountainside, NJ)
- 2 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Senior Personal Banker (Float) - Central Region - Full-time
- Jamesburg, NJ (24 miles from Mountainside, NJ)
- 2 days ago
- Jamesburg, NJ (24 miles from Mountainside, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Banker - South River - Full-Time
- South River, NJ (16 miles from Mountainside, NJ)
- 2 days ago
- South River, NJ (16 miles from Mountainside, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Personal Banker - Dunellen - Full-Time
- Dunellen, NJ (8 miles from Mountainside, NJ)
- 2 days ago
- Dunellen, NJ (8 miles from Mountainside, NJ)
- 2 days ago
office conditions in a retail-banking establishment....
Senior Personal Banker - Monroe - Full-Time
- Monroe, NJ (24 miles from Mountainside, NJ)
- 2 days ago
- Monroe, NJ (24 miles from Mountainside, NJ)
- 2 days ago
WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment....
Personal Financial Representative-NY
- New York, NY (19 miles from Mountainside, NJ)
- 3 days ago
- New York, NY (19 miles from Mountainside, NJ)
- 3 days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step...
Remote WorkFinancial Advisor - Borough Park/Brooklyn, NY
- New York, NY (19 miles from Mountainside, NJ)
- 4 days ago
- New York, NY (19 miles from Mountainside, NJ)
- 4 days ago
management business development techniques, products, services and overall industry....
- New York, NY (19 miles from Mountainside, NJ)
- 4 days ago
- New York, NY (19 miles from Mountainside, NJ)
- 4 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Demographic Data for Mountainside, NJ
Moving to Mountainside, NJ? Find some basic demographic data about Mountainside, NJ below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Mountainside, NJ
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Mountainside, NJ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Compensation and Benefits
- Mutual Funds
- Certified Financial Planner
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- Commercial Banking
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Written Communication
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Problem Solving
- Sales
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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